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Fearless Finance

Mentioned in 1 analyzed podcast episode across 1 show

Mentioned On

Financial Advisor Success

Episode Mentions

Financial Advisor Success

Financial Advisor Success · Apr 28, 2026

Ep 487: Building The Team And Tech To Serve Thousands Of (Advice-Only) Clients Efficiently with Lori Atwood

“Lori Atwood's RIA firm serving ~3,000 households with hourly advice-only model; primary subject of episode”

Advice-only hourly fee business modelsRIA firm structure and scaling strategiesCustom financial planning software development